How to do a client search?
There are three ways to do this:
- You can use the search bar to do a Simple Client Search by name or last name.
- You can select the Search button located in the top center of the client module and do an advanced search by specific client data or by an agent who created the client.
- From any module of the platform, you will be able to do a simple client search from the search bar at the top right corner of the page.